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User comes to our site and checks everything out, looks like he is happy and wants to get sta
He presses Get Started or Invest now.
Gets redirected to sign up process. First question what are they planning to invest for?
User picks a goal what he/she is investing for and gets redirected to pre question phase
There they have a chance to take the questions or skip and get the recommendation
User takes questioner or skips the question and we recommend them 10 portfolios
We also show them how their portfolio is diversified
After that if user is happy they can open an account.
We have to add a feature that Wealthfront has. As soon as we recommend them a protfolio th
should be a possibility to save progression and get the portfolio details sent to their emails a
to the recommendation. And this we do only with a E-mail.
Now if user is happy they can press. Looks great lets open up an account

Then they fill in basic information and have to validate their email to get accsess to our platf
that place. Our system has to generate to each user a uniqe ID code. Which gets stored to ou
end system. From that moment all the information has to go to our back end. Where we have
the neccessary fields. We need that for our back-end and for accounts at the IB as well valid
different money transfers. We also need to add restriction to passwords. 1 Capital letter an
number need in the password

Now user has filled in the data, vallidate their email and they get access to our platform. The
browse around and see the platform. I think in the default mode or when user has just signed
should show them a real time portfolio from google finance the 10 year one. Just for them to
has perfomed. They can delete it if they want to. Put something to see when they first get ac
can even say that this is real money there :)
Next thing users have to do is upload and fill in all the necessary user details. Under profile. U
files, enter their Ids etc etc. All the data uploaded up there most be storedd in the back end a
Unique ID number we give each user. And we have validate each user, at first manually but l
automatically. After we have validated the user we send them a confirmation letter or call at
beginning and say their account is ready and they can transfer the money to their accounts.
have check their bank accounts. For that we have to do small transaction with the users ban
to check that.

If everything is ok. User gets a call/email and saying their account is ready. They can come n
transfer money to our bank account and we'll invest their money for them in their portfolio.
We call users again or send them a letter saying that their account has been funded and eve
ok with their account. They can access it see their returns and enjoy service.
User has held their money on the account for a while we have taken our cut out of it. And no
want to withdrawl the money. They press withdrawl our back end gets a notification that user
get their money back. We sell their portfolio and give them their money back. We have to ch
and all that
If I forgot something let me know. :)

AND THIS IS OUR PERFECT CUSTOMER :D